INDIVIDUAL - New Portfolio

Christian Carbajal

INDIVIDUAL
Individual Investor
Ranked #67,087 out of 748,626 TipRanks' Investors
Success Rate
59%
492 out of 837
profitable transactions
Average Return
25.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.71%
6-Month Return▲ 5.00%
12-Month Return▲ 6.12%
YTD Return▲ 3.56%
Total Return▲ 22.87%

Best Trade

Opened at
Closed at-
Gain▲ 2255.70%

Bio

Portfolio seeking to diversify risk with quality and dividend paying companies.

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 7.44%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.29%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.89%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 2.70%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.44%
▼ 1.87%▲ 1.59%▼ 2.82%
▲ 14.08%▲ 5.22%▲ 1.26%
▲ 5.05%▲ 3.27%▲ 4.43%
▼ 12.40%▼ 4.03%▼ 3.18%
▲ 11.46%▲ 5.06%▲ 3.29%
▼ 2.25%▲ 3.53%▼ 1.89%
▲ 24.77%▼ 1.07%▲ 2.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Curo Group Holdings
▼ 98.84%
6
Close
Jul 19, 2024
Companhia Brasileira de Distribuicao
▼ 84.13%
8
Close
May 18, 2024
iShares Gold Trust
1.8%
▲ 1.98%
14
Close
Jan 22, 2024
Blackrock New York Municipal Income Trust
0.1%
▼ 7.56%
5
Close
Oct 19, 2023
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust of Benef Interest
0.13%
▼ 9.24%
3
Close
Oct 19, 2023
Gerdau SA
0.15%
▼ 12.40%
9
Sell
Sep 30, 2023
Medical Properties
0.25%
▼ 63.32%
6
Buy
Sep 30, 2023
Geo Group
0.37%
▲ 85.42%
9
Buy
Sep 30, 2023
Walmart
0.07%
▲ 35.81%
6
Sell
Sep 30, 2023
Movado Group
0.16%
▼ 5.24%
2
Buy
Sep 30, 2023
iShares 20+ Year Treasury Bond ETF
0.59%
▲ 56.77%
8
Buy
Sep 27, 2023
Diageo
0.21%
▼ 23.13%
2
Buy
Sep 26, 2023
ManpowerGroup
0.17%
▼ 3.72%
4
Buy
Sep 22, 2023
Jack In The Box
0.36%
▼ 13.84%
9
Buy
Sep 22, 2023
Honda Motor Company
0.2%
▲ 17.91%
4
Sell
Sep 22, 2023
Paramount Global Class B
0.25%
▼ 58.11%
5
Buy
Sep 22, 2023
Vanguard Utilities ETF
0.89%
▲ 4.58%
5
Buy
Sep 22, 2023
Nestle SA Reg
0.16%
▼ 10.81%
4
Buy
Sep 22, 2023
Invesco Dynamic Food & Beverage ETF
0.15%
▲ 4.64%
2
Buy
Sep 22, 2023
iShares Silver Trust
1.02%
▲ 32.72%
13
Buy
Sep 22, 2023